LPL Financial
SNC

LPL Financial’s State National Companies, Inc. SNC Stock Holding History

LPL Financial’s Portfolio SNC Stock Details SNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-36,395
Closed -$523K – 3095
2017
Q1 		$523K Buy
36,395
+308
+0.9% +$4.28K ﹤0.01% 1765
2016
Q4 		$517K Buy
+36,087
New +$442K ﹤0.01% 1725

Other funds holding SNC

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LPL Financial's SNC Position: Q2 2017 in Review

LPL Financial sold out of State National Companies, Inc. (SNC) in Q2 2017, closing a stake of 36,395 shares — an estimated $523K sold.

LPL Financial first reported a position in SNC in Q4 2016 and held it in 2 quarters. The position peaked at $523K in Q1 2017. 116 funds tracked by Wall St. Rank hold SNC as of Q2 2017.

  • LPL Financial reported no remaining State National Companies, Inc. position as of Q2 2017 after selling out during the quarter.
  • LPL Financial sold 36,395 State National Companies, Inc. shares in Q2 2017, an estimated $523K.
  • LPL Financial first reported a position in State National Companies, Inc. in Q4 2016 and held it in 2 quarters.
  • LPL Financial's State National Companies, Inc. position peaked at $523K in Q1 2017.
  • 116 funds tracked by Wall St. Rank held State National Companies, Inc. as of Q2 2017.

Based on LPL Financial's 13F filing for Q2 2017, filed 14 Aug 2017.